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ROCK Stock Analysis 2026 - GIBRALTAR INDUSTRIES, INC. AI Rating

ROCK Nasdaq Steel Works, Blast Furnaces & Rolling & Finishing Mills DE CIK: 0000912562
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-12-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 ROCK Key Takeaways

Revenue: $1.1B
Net Margin: -3.9%
Free Cash Flow: $120.6M
Current Ratio: 1.72x
Debt/Equity: 0.00x
EPS: $-1.48
AI Rating: HOLD with 68% confidence

Is ROCK a Good Investment? Thesis Analysis

Claude

Gibraltar Industries exhibits strong operational fundamentals with solid free cash flow generation ($120.6M) and excellent liquidity, but is currently unprofitable with net losses of $44.4M. The extreme revenue growth figure (64897% YoY) suggests a major acquisition or data anomaly requiring clarification before stronger conviction.

Why Buy ROCK? Key Strengths

Claude
  • + Strong free cash flow generation of $120.6M with 10.6% FCF margin despite net losses
  • + Healthy balance sheet with no long-term debt and zero leverage (Debt/Equity: 0.00x)
  • + Excellent liquidity position with current ratio of 1.72x and quick ratio of 1.40x
  • + Positive operating cash flow of $167.0M indicates core operations are cash generative
  • + Decent operating margin of 10.8% showing profitable core business operations

ROCK Investment Risks to Consider

Claude
  • ! Company is currently unprofitable with net loss of $44.4M and negative net margin of -3.9%
  • ! Negative ROE (-4.7%) and ROA (-3.2%) indicate shareholder capital is not being deployed effectively
  • ! Extreme revenue growth of 64897% YoY appears to be data anomaly or massive acquisition with integration risks
  • ! Significant disconnect between positive operating income ($122.8M) and net loss suggests substantial non-operating charges requiring investigation
  • ! Negative EPS trajectory (-1.48 per share) with -133.2% YoY decline indicates earnings deterioration

Key Metrics to Watch

Claude
  • * Path to net profitability and when net margin returns to positive territory
  • * Composition of non-operating charges driving gap between operating and net income
  • * Free cash flow sustainability and whether operating cash flow remains above $150M
  • * Debt levels trending upward from current zero position
  • * Revenue growth normalization and organic growth rate post-acquisition

ROCK Financial Metrics

Revenue
$1.1B
Net Income
$-44.4M
EPS (Diluted)
$-1.48
Free Cash Flow
$120.6M
Total Assets
$1.4B
Cash Position
$115.7M

💡 AI Analyst Insight

GIBRALTAR INDUSTRIES, INC. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ROCK Profitability Ratios

Gross Margin 26.9%
Operating Margin 10.8%
Net Margin -3.9%
ROE -4.7%
ROA -3.2%
FCF Margin 10.6%

ROCK vs Default Sector

How GIBRALTAR INDUSTRIES, INC. compares to Default sector averages

Net Margin
ROCK -3.9%
vs
Sector Avg 12.0%
ROCK Sector
ROE
ROCK -4.7%
vs
Sector Avg 15.0%
ROCK Sector
Current Ratio
ROCK 1.7x
vs
Sector Avg 1.8x
ROCK Sector
Debt/Equity
ROCK 0.0x
vs
Sector Avg 0.7x
ROCK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ROCK Overvalued or Undervalued?

Based on fundamental analysis, GIBRALTAR INDUSTRIES, INC. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-4.7%
Sector avg: 15%
Net Profit Margin
-3.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ROCK Balance Sheet & Liquidity

Current Ratio
1.72x
Quick Ratio
1.40x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
53.44x
Long-term Debt
$0.0

ROCK 5-Year Financial Trend & Growth Analysis

ROCK 5-year financial data: Year 2021: Revenue $1.3B, Net Income $65.1M, EPS $1.99. Year 2022: Revenue $1.4B, Net Income $64.6M, EPS $1.96. Year 2023: Revenue $1.4B, Net Income $75.6M, EPS $2.29. Year 2024: Revenue $1.4B, Net Income $82.4M, EPS $2.56. Year 2025: Revenue $1.1B, Net Income $110.5M, EPS $3.59.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GIBRALTAR INDUSTRIES, INC.'s revenue has declined by 15% over the 5-year period, indicating business contraction. The most recent EPS of $3.59 reflects profitable operations.

ROCK Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
10.6%
Free cash flow / Revenue

ROCK Quarterly Performance

Quarterly financial performance data for GIBRALTAR INDUSTRIES, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $277.1M $34.0M $1.11
Q2 2025 $273.6M $26.0M $0.87
Q1 2025 $290.0M $21.1M N/A
Q3 2024 $361.2M $34.0M N/A
Q2 2024 $353.0M $30.7M N/A
Q1 2024 $292.5M $21.1M N/A
Q3 2023 $390.7M $34.3M N/A
Q2 2023 $364.9M $29.3M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

ROCK Capital Allocation

Operating Cash Flow
$167.0M
Cash generated from operations
Stock Buybacks
$63.9M
Shares repurchased (TTM)
Capital Expenditures
$46.4M
Investment in assets
Dividends
None
No dividend program

ROCK SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GIBRALTAR INDUSTRIES, INC. (CIK: 0000912562)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 DEF 14A rock-20260406.htm View →
Apr 3, 2026 8-K rock-20260403.htm View →
Apr 1, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about ROCK

What is the AI rating for ROCK?

GIBRALTAR INDUSTRIES, INC. (ROCK) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ROCK's key strengths?

Claude: Strong free cash flow generation of $120.6M with 10.6% FCF margin despite net losses. Healthy balance sheet with no long-term debt and zero leverage (Debt/Equity: 0.00x).

What are the risks of investing in ROCK?

Claude: Company is currently unprofitable with net loss of $44.4M and negative net margin of -3.9%. Negative ROE (-4.7%) and ROA (-3.2%) indicate shareholder capital is not being deployed effectively.

What is ROCK's revenue and growth?

GIBRALTAR INDUSTRIES, INC. reported revenue of $1.1B.

Does ROCK pay dividends?

GIBRALTAR INDUSTRIES, INC. does not currently pay dividends.

Where can I find ROCK SEC filings?

Official SEC filings for GIBRALTAR INDUSTRIES, INC. (CIK: 0000912562) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ROCK's EPS?

GIBRALTAR INDUSTRIES, INC. has a diluted EPS of $-1.48.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ROCK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, GIBRALTAR INDUSTRIES, INC. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ROCK stock overvalued or undervalued?

Valuation metrics for ROCK: ROE of -4.7% (sector avg: 15%), net margin of -3.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ROCK stock in 2026?

Our dual AI analysis gives GIBRALTAR INDUSTRIES, INC. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ROCK's free cash flow?

GIBRALTAR INDUSTRIES, INC.'s operating cash flow is $167.0M, with capital expenditures of $46.4M. FCF margin is 10.6%.

How does ROCK compare to other Default stocks?

Vs Default sector averages: Net margin -3.9% (avg: 12%), ROE -4.7% (avg: 15%), current ratio 1.72 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 10, 2026 | Data as of: 2025-12-31 | Powered by Claude AI